Sales Insights

Help prioritize accounts for sales outreach by using data science models to uncover signals of an account’s engagement with a company's website and ads.

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Features of Sales Insights

  • Account Spike Data. Use our data science model to reveal when accounts are spiking in website and ad activity—for both sales assigned and unassigned accounts in Salesforce.

  • Salesforce Dashboards and Reports. Sync with the Salesforce app to visualize account spike data in an interface familiar to the sales team.

  • Salesforce Account Component. Uncover additional contact-level insights like which unique site visitors caused a spike in engagement and what specific actions led to the spike.

  • Account Alerts. Take the experience outside of Salesforce through daily email alerts summarizing spiking account data for sales reps and sales managers.

Features of Sales Insights
Prioritize accounts for sales outreach—Book more meetings with accounts that matter
Benefits of Sales Insights

Benefits of Sales Insights

  • Turn marketing led activity into sales action. Highlight the engagement efforts from marketing and trigger sales outreach.

  • Create more timely sales outreach. Prioritize accounts based on data-science models that reveal when accounts are spiking in website and ad engagement activity.

  • Personalize sales outreach for maximum impact. See where accounts and contacts within those accounts are spending their time on your site and create custom messaging based on their interests.

  • Secure meetings and open opportunities faster. Engage accounts and contacts who have recently been interacting with your brand to quickly activate a sales cycle.

Benefits of Sales Insights

How Sales Insights Works

  • 1

    Connect your Salesforce instance to the RollWorks Account-Based platform and assign sales seats to start generating Account Spike data.

  • 2

    View accounts spiking in website and ad engagement directly in Salesforce reports and dashboards.

  • 3

    Receive daily email alerts for sales teams and sales managers.

  • 4

    Enable sales to view additional contact-level insights for spiking accounts in the Premium Salesforce App experience.

  • 5

    Customize your Account Spike Salesforce reports based on your organization structure and business goals.

How Sales Insights Works

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The account-based platform that's been shown to deliver over 5X the ROI compared to other ABM vendors.

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